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RIA / WealthAdvisorCertified Financial Planner19 years in industry

RYAN THOMAS SMITH

Advisor at BEACON WEALTHCARE LLC

RALEIGH, NC

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Search this name across graphsid dfx:ria:1e41c280-b87d-595e-e97d-9ad1bf1ab7d3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jun 27, 2008 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BEACON WEALTHCARE LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 6, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jun 6, 2007
First registration: Jun 27, 2008
Dual registered: no
IAPD individual key: 5066531

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BEACON WEALTHCARE LLC	Independent wealth	Feb 18, 2021	n/a	yes	RALEIGH, NC	Current employment
BEACON WEALTHCARE, INC.	Former SEC adviser	Feb 3, 2018	Feb 17, 2021	no	RALEIGH, NC	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 14, 2013	Feb 2, 2018	no	CARY, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 4, 2012	Nov 14, 2013	no	CARY, NC	Previous registration
SECURIAN FINANCIAL SERVICES, INC.	Former SEC adviser	Jun 16, 2011	Dec 13, 2011	no	RALEIGH, NC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 27, 2008	Jun 3, 2011	no	DANVERS, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BEACON WEALTHCARE, INC.	BEACON WEALTHCARE LLC	Feb 17, 2021	Feb 18, 2021	1	Channel change	RIA to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	BEACON WEALTHCARE, INC.	Feb 2, 2018	Feb 3, 2018	1	Firm change	Other
LPL FINANCIAL LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Nov 14, 2013	Nov 14, 2013	0	Firm change	Other
SECURIAN FINANCIAL SERVICES, INC.	LPL FINANCIAL LLC	Dec 13, 2011	Jan 4, 2012	22	Firm change	Other
LPL FINANCIAL LLC	SECURIAN FINANCIAL SERVICES, INC.	Jun 3, 2011	Jun 16, 2011	13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108103:312556:NC:2021-02-17	Feb 17, 2021	Feb 18, 2021	RALEIGH, NC	Firm change

Relationships

Registered with (5)

→ BEACON WEALTHCARE LLCRegistered adviserregistration: current employment
Feb 18, 2021 to presentfactForm ADV
→ BEACON WEALTHCARE, INC.Registered adviserregistration: previous registration
Feb 3, 2018 to Feb 17, 2021factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 14, 2013 to Feb 2, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 4, 2012 to Nov 14, 2013factForm ADV
→ SECURIAN FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jun 16, 2011 to Dec 13, 2011factForm ADV

Dated events

No dated event names this entity yet.